CPE Catalog & Events
Section 174: New Rules for Research & Experimentation
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Online
1.00 Credits
Member Price: $55
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The major topics that will be covered in this class include:Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.Financial accounting for R&E costs.Required change of accounting method and Form 3115.Revised treatment of software development costs.Comprehensive case problems explaining implementation of the law changes.
Coaching & Counseling - Addressing Misconduct
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Online
1.00 Credits
Member Price: $39
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Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.
What Does Fraud Look Like?
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Online
2.00 Credits
Member Price: $79
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Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there
Why Auditors Fail To Detect Fraud
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Online
2.00 Credits
Member Price: $79
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Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
Legal Planning for Care Giving of Elderly/Disabled Clients
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Online
1.00 Credits
Member Price: $55
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The major topics that will be covered in this course include:Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.
Powerful Public Speaking: Communicate With Confidence
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Online
3.00 Credits
Member Price: $89
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Communications
Surgent's Guide and Update to Compilations, Reviews, and Preparations
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Online
4.00 Credits
Member Price: $159
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SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions Sample comprehensive engagement work programs for preparation, compilation, and review engagements
Conducting a Remote Audit
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Online
4.00 Credits
Member Price: $213
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Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing
2024 Annual Update for Not-for-Profit Accountants & Auditors
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Online
8.00 Credits
Member Price: $239
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The major topics that will be covered in this course include:The Not-for-Profit Advisory Committee (NAC).Accounting Standards Updates (ASUs).Year 2 considerations of the leases standard.Common nonprofit deficiencies identified in peer review.What's going on at the AICPA.
Emotional Intelligence
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Online
1.00 Credits
Member Price: $39
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Emotions Relationships
Online Fraud Aimed at Individuals That Can Affect a Company
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Types of fraud that targets individualsHow organizations can work to reduce risk for workers
Take Your PowerPoint From Mess to Success
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Online
1.00 Credits
Member Price: $39
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Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts
5 Steps to Cultivate a Values-Based Approach to Governance
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Online
1.00 Credits
Member Price: $39
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Employee engagement Values-based governance Organizational culture Employee relations
Networking Works: Build Relationships to Build Your Business
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Online
1.00 Credits
Member Price: $39
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Communication Relationship-building Active listening Public speaking
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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Online
2.00 Credits
Member Price: $79
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Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
Surgent's Marijuana: A Generalized Business Viewpoint
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Online
2.00 Credits
Member Price: $99
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An overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes
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Online
2.00 Credits
Member Price: $99
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Section 1402(a)(1) exclusions from the definition of self-employment income Application of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions against self-employment tax How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or child helps reduce self-employment tax Differentiating between income treated as self- employment income and income that is not self-employment income
Surgent's Schedules K-2 and K-3: Filing Requirements
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Online
2.00 Credits
Member Price: $99
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IRS goals in requiring these schedules Detailed discussion of the domestic filing exception for 2023 tax year Filing requirements and exceptions for every part of Schedules K-2 and K-3 Examples based on client situations encountered in practice
Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
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Online
2.00 Credits
Member Price: $99
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Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections
Data Visualization and Mapping Tools for Accountants
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:The new visually rich and post-literate worldBusiness case for data visualizationsFreely usable and stock imagery, animated GIFs, emojis, infographics, animations, logos, interactive images, word cloudsExcel Analytics Apps, Excel Dashboard Tips, PowerPoint TemplatesLocation Intelligence and Maps, sonification, synthetic media, leading software review portalsVideo-conferencing and live broadcasting, screen and webcam recording, online presentation platformsImage Editors, video apps, motion graphics and special effects, video creators, 3D design and simulation, data viz tutorials, design talent marketplacesMind maps, visual resumes, diagrams, charts, timelines, digital flipbooks, information dashboards